01Managed AI agents

Automate time-consuming tasks in a secure, remote environment. OpenHelm runs managed AI agents in isolated cloud sandboxes that do your time-consuming work across the tools you already use.

OpenHelm runs agents in isolated cloud sandboxes that read the context, do the steps across the tools you already use, and hand back evidence-backed results for your sign-off.

Isolated cloud sandboxesScoped credential vaultsApproval on anything that matters
Research the UK EV-charging market and pull the top 10 players into a table.

07:01

Spun up a secure cloud sandbox
Read 14 sources across the web· 07:02
Extracting findings into your schema…
Evidence-backed table waiting for sign-off
Where shall we steer?
Ada · live

Already in production with

Camio logoSmoothie Wars logoSummited logoAcademic Edge Tuition logoKicks Therapy logoCamio logoSmoothie Wars logoSummited logoAcademic Edge Tuition logoKicks Therapy logo
The command deck

See exactly what your agents are doing.

One place for every agent, every run and every decision. Watch a job move from goal to sign-off, live.

Lead finder · run today 07:01
Spun up a secure cloud sandbox
Read 14 sources across the web· 07:02
Enriched 38 leads from HubSpot· 07:03
Drafting outreach for the top 6…
Awaiting sign-off1 of 3
Send 6 outreach emails to new leadsEditApprove
Where shall we steer?
Inside the workspace

One workspace for the whole operation.

Agents, the data they build, and the goals they move, in one place you actually run, not a black box.

Agents
6
Jobs
14
Runs
32
Run outcomes · 14 days

Dashboard

Every agent, run and outcome at a glance.

LeadsAI-maintained
CompanyStageStatus
Acme CorpSeries BVerified
NorthwindSeedVerified
GlobexSeries AReview
InitechSeries CVerified

Data tables

Structured results your agents build and keep current.

Goals
Test coverage84 / 80
Leads enriched / wk71 / 60
Reply rate38 / 45

Metrics & goals

Track the numbers each agent is moving.

Use cases

The work teams hand to it.

The repeatable, time-consuming work behind specific roles, run in a secure environment with a human checking the output.

Striking-distance opportunities

Live

KeywordPosVolumeUpside
ai contract review142,400High
soc 2 checklist111,900High
vendor risk template17880Medium
dpa vs msa12720Medium

Growth & content marketing teams

SEO & GEO content growth

Rank on Google and get cited by ChatGPT, Perplexity and AI Overviews, on autopilot.

See the use case

EU compliance tooling, market map

Live

CompanyStageHQLast raise
VantaSeries CSan Francisco$150M, 2024
DrataSeries CSan Diego$100M, 2023
SprintoSeries BBangalore$20M, 2024
CyberhavenSeries CPalo Alto$70M, 2024

Venture capital firms

Deal sourcing for VCs

Market maps, deal triage, founder research, done before Monday.

See the use case

Six-touch outbound sequence

4 of 6 touches

Day 1

Personalised opening referencing their Series B raise and hiring patterns.

in

Day 3

Connection request with role-relevant context, no pitch.

Day 5

Value-led follow-up with a specific ROI signal for their stack.

Day 9

Brief case study from a comparable account, two-paragraph max.

B2B SaaS & growth-stage tech

Outbound prospecting

Same pipeline. No ramp. No desk.

See the use case
#

revenue

OH

OpenHelmnow

Pipeline report, week of 22 April

  • Coverage ratio: 3.2x (Δ +0.4 wow)
  • 12 stale deals flagged, 3 missing next steps
  • Top stage drop: Discovery to Eval, 38% (vs 42% last week)
  • Open opp at risk: Vertex (£180k, no activity 16 days)

Mid-market SaaS

RevOps reporting & CRM hygiene

Recurring reports, CRM hygiene, dashboards, on a schedule.

See the use case

Comp table, EU fintech peers

Live

CompanyRevenueEBITDA MEV / Rev
Klarna$2.8B+8%4.2x
Adyen$2.0B49%14.1x
Wise$1.4B23%8.9x
Revolut$2.2B24%~12x

Boutique consulting & market research

Desk research for consultants

Desk research, comp tables, first-draft memos, without the hire.

See the use case
What it actually does

Pick a workflow. Watch it run.

Real workflows, run live. Every step visible. Nothing sent without your sign-off.

Pick a workflow

Research · today 07:014 steps · 6m 12sEvidence-backed table ready to review

And more, earnings triage, comp tables, CRM hygiene, renewal sequences, weekly reports.

Deep research
Model update
SEO opportunities
Data cleanup
Research the UK EV-charging market and pull the top 10 players into a table.

Research · today 07:01

Spun up a secure cloud sandbox
Read 18 sources across the web· filings, news, sites
Extracted players into your table schema
Cited every figure back to its source

6m 12s

Where shall we steer?
How control works

The machine handles the hours. You keep the decisions.

It asks before it acts on anything that matters.

You decide which actions OpenHelm can take on its own and which need your sign-off. Low-risk steps run through; anything that touches a customer, a deal, or a penny sits in an approval queue until you review it.

Awaiting sign-off
2 of 7 actions

Send 3 follow-up emails to Acme Corp

Drafts ready · 2m 14s ago

Edit

Update HubSpot deal stage to “Negotiation”

Low-risk · auto-approves in 2h

02:00:00

Try it: approve the queued action.

Every action leaves a line in the audit trail.

There is a full record of who did what, when, and why, OpenHelm included. If legal, IT or your auditor asks what touched a record, the answer is a timestamped line, not a shrug.

Audit trail
workspace · acme-ops

Ada read transcript

Fireflies · meeting_8812 · 14:03

Ada drafted email

Gmail · to sarah@acme.co · 14:03

Ada drafted email

Gmail · to chen@acme.co · 14:03

Ada awaiting approval

3 drafts queued · 14:03

M

Max approved

3 drafts · sent · 14:04

Your integrations live in isolated vaults.

Each tool connects through its own credential vault, scoped to the exact permissions you grant and nothing more. One click revokes any integration without affecting the others. Nothing leaks sideways.

Credential vault
4 scoped
G

Gmail

read threads · draft sends

H

HubSpot

read deals · write notes

F

Fireflies

read transcripts

D

Google Drive

read 2 folders

Try it: revoke any one integration.

Works with your stack

Connects to the tools the work already lives in.

OpenHelm reaches into your existing stack through scoped credentials, with no middle-layer database and no copy-paste. Something bespoke? We build custom connectors for Pro and above.

Inbox & chat

GmailOOutlookSlackMMicrosoft Teams

CRM & deals

HubSpotSalesforcePPipedriveAAttio

Meetings & calls

FFirefliesGGongOOtterGGrain

Docs & storage

Google DriveNotionSSharePointOOneDrive

Finance & ops

XeroQuickBooksStripeClickUp

Hiring

GreenhouseAAshbyLLever

Support

IntercomZendeskHelp Scout

Marketing & commerce

KKlaviyoShopifyMailchimpGoogle Analytics

Don’t see yours? If it has an API, we can almost certainly make it work. Ask on the demo call.

Connections
5 connected
Add a connection

A live view of your scoped connections, revocable any time.

In their own words

OpenHelm basically gave us an entire marketing department overnight. This is what it feels like to punch above your weight!
Dr Thom Van Every

Dr Thom Van Every

Founder · Smoothie Wars

Pricing

One price, every feature, unlimited seats.

You pick the credit volume that matches how much work you want done each month. A typical meeting summary costs around 12 credits; a weekly pipeline report costs around 40.

What your credits run
drag to explore
2,000credits / month
50weekly reports
71research runs
166meeting summaries
250inbox triages

…or any mix. A typical meeting summary is around 12 credits.

Basic

/mo

-

For small teams getting started with AI at work.

Book a demo
Most popular

Pro

/mo

-

For teams putting OpenHelm to daily work across a few functions.

Book a demo

Max

/mo

-

For teams running OpenHelm continuously across the business.

Book a demo

Managed Service

Custom

Quoted to your brief, 12-month contract

Done-for-you. An AI-powered extension of your team, calibrated to your brief.

Enquire for a quote

Every tier includes every feature and unlimited seats. See full comparison →

Twenty minutes. One of your real tasks. A straight answer.

Bring a task you’d normally do on a Monday morning. We’ll run it live. If we’re not the right fit we’ll tell you, and you’ll leave with an hour back.

Book a demo